Overview You can refund just the postage on a Sales Order if it was mistakenly added. Usage This would need to be done as a credit note. To do this: Steps Go to the original sales order. Click Actions and select As Credit Note (This in the the Copy ...
Found in: Credits & Refunds
Overview You can delete a stock item from a sales order, quotation or proforma order if it has been added in error. This video shows you the process to follow. A step by step guide can be found below the video. Steps Enter Edit mode, if not already ...
Found in: Creating Sales Orders & Getting Started
Overview This video shows you how to deactivate addresses and contacts, for example if the customer moves or a contact leaves the business. This should be the process rather than deleting the address or contact so that the audit trail of historic ...
Found in: Addresses
Overview This video explains how to export posted purchase invoices to an integrated accounts package such as Xero and Quickbooks. There are instructions below the video. Steps Go to [Accounts | Accounts Synchronisation] . Click the Export tab. Green ...
Found in: Quickbooks
Overview This video explains how to export issued sales invoices to an Integrated Accounts p. There are instructions below the video. Steps Go to [Accounts | Accounts Synchronisation]. Click the Export tab. Click Actions then click Upload Data. You ...
Found in: Quickbooks
Overview Posting the purchase invoice is the last stage of the purchasing process. It is important that you do this so that the accounts areas of the system, including the stock value, are updated. Usage In Purchasing, open the Purchase Invoice (for ...
Found in: Purchase Invoice
Problem/Question How do I get a backup of my system? Solution There are two options; you can run the Ad-Hoc reports as and when you require, or you can have your backup emailed automatically to you via email triggers using the steps below: Ensure you ...
Found in: Billing & Services
Overview The below will explain the difference between Run to Zero and Discontinued stock, and when to use each of them. Usage These two functions often operate one after the other as stock reaches the end of it's availability or lifespan. You can ...
Found in: Reordering & Suppliers
A proforma order can be used to assign stock to an order prior to payment, while preventing it being released until it has been paid. A customer can be set to be a proforma customer from the options area of their company screen: This means all their ...
Found in: Quotations & Proformas
Overview The following video explains how you setup dropship functionality so that the system behaves as you require. There are step-by-step instructions below the video. Steps Open System Setup. Open System Values. Click on the Sales tab. Click on ...
Found in: Drop Shipping
Overview In the On Order List screen in the purchasing area of the system it is possible to hide order lines, for example if the items won't be delivered for a while, then you can hide them. This video explains how to do this. A step by step guide ...
Found in: On Order List
Overview As part of the purchasing process you need to inform the system that the stock has arrived and can be assigned to sales orders or be made available for sale. This is done using a delivery note which should mirror the delivery note from your ...
Found in: Processing Delivery Notes
Valid Connection Required when trying to export This error means you need to reconnect your Xero to Khaos Control. You may already be connected to Khaos Control within Xero. If this is the case, you will need to log into your Xero account, click on ...
Found in: Xero Accounting
Overview This video shows you how to use unbuild to split up multipacks into single stock items that can then be sold. A step by step guide can be found below the video. Steps Create separate stock controlled SKUs; One for the Multipack One for the ...
Found in: Packs & Builds
Overview The following video explains how to remove a price list from a customer record. This might be because they are no longer entitled to the prices on the price list or it is an outdated price list. Step by step instructions are below the video. ...
Found in: Pricelists